Filed March 10, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,909 | $65,223+36.3% | $80,019+11.1% | $55,725+59.6% |
| Participation rate | 30.3% | 80.6%-50.2pp | 75.8%-45.5pp | 70.9%-40.5pp |
| Annual return | -4.95% | 7.59%-12.5pp | 11.22%-16.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $660 | $2,544-74.1% | $2,468-73.3% | $2,078-68.2% |
| Participant deferral / active EE | $1,411 | $3,881-63.6% | $3,686-61.7% | $3,356-57.9% |
| Admin fee / account holder | $12 | $114-89.9% | $6,521-99.8% | $115-90.0% |